MANAGE CUSTOMER USER-DEFINED INFORMATION

Use the Manage Customer User-Defined Information screen to enter the user-defined values for customer-defined labels on each customer's account. You defined the labels on the Manage Customer User-Defined Labels screen.

The information that you enter on this screen is used in ad hoc reporting.

You can update this screen at any time.

Location

Identification

Customer Account

Use to access the customer account that you want to define. The customer account name also displays.

Customer Account Name

This displays the associated name for the Customer Account.

User Defined Table Window

Click on the toolbar to make additions.

Data Type

This field displays the data type that you created on the Manage Customer User-Defined Labels screen.

The possible values are:

Labels

This field displays the labels created on the Manage Customer User-Defined Labels screen.

Text Value

If the data type for this row is T (text), enter, or click to select, the text for this user-defined label.

Numeric Value

If the data type for this row is N (numeric), enter a numeric value for this user-defined label.

Date Value

If the data type for this row is D (date), enter, or click to select, a date value for this user-defined label.

Costpoint Validation Field

This column displays the Costpoint field that is the source for acceptable entries in this row. The value in this field is established on the Manage Customer User-Defined Labels screen.

Validated Text

This column displays a Y (Yes) if special text items were created for this row in the Validated Text subtask of the Manage Customer User-Defined Labels screen. These items are available in .

An N (No) indicates that no special items were created for this row.

Required

A Y (Yes) in this column means that this item is required for each customer.

An N (No) means this item is not required for each customer.